分析师:年内币安累计稳定币净流出达70亿美元,需求持续萎缩
PANews 8月1日消息,CryptoQuant分析师Darkfost发文称,币安于7月份录得约22亿美元稳定币净流出,币安目前集中了交易所稳定币供应量的70%。自年初以来,币安累计稳定币净流出达70亿美元,确认了需求急剧收缩且从未真正逆转的趋势。 分析师指出,稳定币持续流出表明流动性正逃离加密市场,投资者更倾向于提取资金而非等待重新部署,反映的是持续风险规避而非资本在平台间的简单轮换。尽管流动性持续枯竭,比特币仍守稳60,000美元上方,在地缘政治和宏观经济紧张的背景下展现出价格韧性。分析师警告,市场需尽快看到需求回暖,否则回调可能持续。
Analyst: Binance YTD stablecoin net outflows reach $7B as demand keeps shrinking
PANews, August 1: CryptoQuant analyst Darkfost notes Binance recorded about $2.2B in stablecoin net outflows in July and now concentrates 70% of stablecoin supply held on exchanges. Year to date, Binance's cumulative stablecoin net outflow has reached $7B, confirming a sharply contracting demand that has never truly reversed. Persistent stablecoin outflows indicate liquidity fleeing the crypto market, with investors preferring to withdraw funds rather than wait to redeploy—reflecting sustained risk aversion rather than simple capital rotation across platforms. Despite the liquidity drain, Bitcoin has held above $60,000, showing price resilience amid geopolitical and macro tensions. The analyst warns the market needs to see demand recover soon or the correction may persist.